+20.5%
VCIT vs BEN
+77.1%
-56.7%
-4.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +6.3% | -6.3% | -0.3% |
| 7D | +0.7% | +12.2% | -11.5% | +0.1% |
| 30D | +1.8% | +12.1% | -10.3% | +1.1% |
| 3M | -1.1% | +7.3% | -8.4% | -1.5% |
| 6M | -1.7% | +17.9% | -19.5% | -2.6% |
| YTD | -1.1% | +55.4% | -56.6% | -3.6% |
| 1Y | -0.4% | +69.3% | -69.7% | -3.3% |
| 3Y | +20.5% | +82.8% | -62.4% | +15.5% |
| All | +20.5% | +77.1% | -56.7% | +15.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded BEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling